Wealth Planning Administrator

ZipRecruiter; London; On-site; GBP 38,000 - 46,000; Full time

Job summary

An established industry player in the UK wealth management sector is seeking a Wealth Planning Administrator. This role offers a unique opportunity to provide essential administrative support to Wealth Planners while ensuring compliance with company processes. Enjoy a flexible hybrid working model that allows you to balance your professional and personal life. With a focus on accuracy and client satisfaction, you'll be instrumental in managing client queries and supporting the financial planning process. Join a dynamic team that values growth and offers genuine career development opportunities.

Benefits

Pension

Private Health Insurance

Discretionary Bonus

Flexible Working Environment

Qualifications

• 3+ years in Financial Planning support capacity.
• Strong understanding of Financial Planning products.

Responsibilities

• Provide administrative support to Wealth Planners.
• Coordinate client onboarding and manage documentation.

Skills

Financial Planning Process

Microsoft Office

Customer Service

Attention to Detail

Organizational Skills

Tools

XPlan

Intelliflo

Voyant

Job description

Job Description

One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model.

The Role:

• Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes.
• Act as the first point of contact for clients, collaborating with the Client Services team and product providers.
• Assist Wealth Planners in client meetings, managing administrative tasks, and maintaining accurate client data records.
• Process new business for clients efficiently, ensuring accuracy in application paperwork and system updates.
• Serve as the primary contact for clients when appropriate.

Responsibilities:

• Meet the company's documentation standards with a focus on high accuracy.
• Support Wealth Planners in submitting cases to the paraplanning team.
• Handle finance queries, including invoices, billing, WIP, and commissions.
• Produce accurate Service Agreements when required.
• Demonstrate flexibility in supporting different key partners and stakeholders across the business.
• Efficiently coordinate central services such as paraplanning, valuations, and business processing to support the Planner's workflow.
• Prepare and submit CDD and new account paperwork for client onboarding, following the company's AML processes.
• Arrange client meetings, valuations, meeting packs, and manage Wealth Planners' diaries.
• Handle general client queries, escalating complex issues to the Planner, with an adaptable approach for clients in vulnerable circumstances.
• Meet and greet clients at respective locations.
• Manage client correspondence, post, and prepare letters of authority for signing.
• Prepare client application forms in line with suitability report recommendations, ensuring timely and accurate completion.

Candidate Requirements:

• Must Full understanding of the end-to-end Financial Planning process and have will have worked in a Financial Planning support capacity for 3+ years
• Knowledge of Financial Planning products and systems, including experience with XPlan/Intelliflo and Voyant (desired).
• Proficient in Microsoft Office/Outlook, with strong numerical skills.
• Regulatory awareness and compliance understanding.
• Excellent customer service, interpersonal, and communication skills.
• Strong attention to detail, accuracy, and organizational skills.
• Ability to prioritize tasks effectively and work collaboratively with colleagues.

On Offer:

• Salary £38,000 - £46,000
• Exceptional Benefits inc Pension, PHI, PMI, IP, DIS
• Discretionary Bonus
• Hybrid working (3 days in office)

This is a great opportunity to work for a leading player in the UK wealth management sector who continue to grow and evolve year on year. They can provide a positive, flexible working environment for their staff along with genuine opportunities for longer term career development.